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HB Financial Resources At HB Financial Resources, we understand that retirees face many important decisions that can affect their long-term financial success. Member FINRA/SIPC.

Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. We offer clients complete investment planning utilizing stocks, bonds, mutual funds, IRA(s), 401(k)s, SEP's, tax planning, as well as, life insurance and long-term health care insurance. Through strategic alliances with other professionals, we can refer our clients to companies that offer fee-based Asset Management.

4520 Mint Hill Village Lane Suite 106 | Mint Hill, NC | 28227

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
10/16/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
10/14/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
10/12/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
10/09/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

🎨 Some of the art world's most extraordinary paintings are about to return to the public eye after nearly half a century...
10/07/2026

🎨 Some of the art world's most extraordinary paintings are about to return to the public eye after nearly half a century.

On November 18, Sotheby's will auction 12 Impressionist and post-Impressionist artworks in New York. The collection, assembled by Argentine collectors Nelly Arrieta de Blaquier and Carlos Pedro Blaquier, is valued at approximately $450 million.
Among the highlights:

🌳 Vincent van Gogh's Chestnut Trees in Flower: Estimated at $180 million, the landscape was painted in 1890, shortly after the artist left a psychiatric asylum.

🖼️ Paul Cézanne's Arlequin: Estimated at $120 million, the portrait depicts the artist's son dressed as a harlequin.

🖌️ Works by Monet, Renoir, Degas, and Pissarro: The collection also includes Parisian cityscapes, a horse-racing scene, and a boating scene.
The collection has been largely unseen for about half a century, making this a rare look at works that have spent decades in private hands.
With Sotheby's anticipating international interest, the November auction could also set new records for the artists.
Which of these masterpieces catches your eye? ✨

A dozen Impressionist and post-Impressionist artworks valued at almost half a billion dollars are going up for auction.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/07/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

The U.S. economy grew faster than previously estimated in the second quarter, with consumer spending and business invest...
10/05/2026

The U.S. economy grew faster than previously estimated in the second quarter, with consumer spending and business investment contributing to the stronger performance.

The Commerce Department revised annualized GDP growth for April through June to 2.2%, up from its previous estimate of 1.5%.

Consumer spending, which accounts for approximately 70% of U.S. economic activity, was a major contributor. It increased at a 3.8% annualized rate, compared with just 0.7% in the first quarter.

While the upward revision exceeded economists' expectations, second-quarter growth was still below the 2.5% pace recorded during the first three months of 2026.

The U.S. economy grew at a solid 2.2% pace from April through June as consumer spending and business investment came in strong.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
10/05/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
10/02/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

📌 Higher rates sting borrowers, but they can be a real win for savers.As rates rise, banks may increase the yields they ...
09/30/2026

📌 Higher rates sting borrowers, but they can be a real win for savers.

As rates rise, banks may increase the yields they offer on savings products to attract deposits. The average U.S. savings account still pays just 0.64% annual percentage yield. Some high-yield accounts are paying more than six times that, up to 4.2%, for the exact same deposit.

🔎 Certificates of deposit, or CDs, can offer even higher rates, but the tradeoff is access: your money is locked in for a set term, and pulling it out early usually costs a penalty.

Higher yields don’t erase the effects of inflation, and they won’t necessarily transform household finances. But if your savings account is still earning close to that 0.64% average, that gap alone might be worth a second look.

The Federal Reserve recently raised interest rates for the first time since 2023.

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4520 Mint Hill Village Lane, Suite 106
Mint Hill, NC
28227

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